See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,837 | $148,534-71.2% | $135,903-68.5% | $139,434-69.3% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 5.23% | 79.19%-74.0pp | 68.23%-63.0pp | 372.94%-367.7pp |
| Employer contribution / active EE | $1,067 | $5,243-79.7% | $4,856-78.0% | $4,751-77.6% |
| Participant deferral / active EE | $3,073 | $8,100-62.1% | $7,758-60.4% | $6,710-54.2% |
| Admin fee / account holder | $70,828 | $12,400+471.2% | $10,762+558.1% | $11,403+521.2% |